The Boston financial planning experts

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If you want to find experienced financial planning experts in the Boston area, get in touch with First Capital Independent Financial Advisers Ltd. We are fully qualified to assist you with pension and investment advice, insurance, mortgages, retirement planning and wealth management services and offer our advice based on your own situation. 

Meet the team below then call us today on 01205 317840, or get in touch with an adviser directly using the numbers provided.

Our Team

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Jonathan Beck
Independent Financial Adviser
07971 065315

Jonathan started his career in the Financial Services Industry at Lloyds TSB in 1988, 12 years later he joined Openwork as a financial adviser. In August 2008 he became an Independent Financial Adviser in order to provide his clients with independent advice from the whole of market. Jonathan specialises in pension and investment advice and strives to deliver a first class customer service. 

Jonathan is married with two children and lives locally in Kirton. He is a long suffering Leeds United fan.
Mick Devereux 
Independent Financial Adviser

07775 713200


Mick has 30 years industry experience having spent ten years working for Prudential before becoming an IFA in August 2001. Living locally to Boston, but originally from Horncastle, he has built up a large client bank during that time and works extensively in the areas of pensions and investments as well as all other main financial planning areas.

 

Away from work, Mick is a sports fanatic, being a lifelong Nottingham Forest fan as well as a keen golfer, fisherman and skier.

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Paul Timby
Independent Financial Adviser

07730 059355


Paul started in the Financial Services Industry in 1987 with Lloyds Bank, where he progressed through the ranks to senior management. He left the bank in 2005 to become an Independent Financial Adviser, joining the team at First Capital IFA Limited in July 2012 following the acquisition of O'Halloran & Co.

Paul is married with 2 children living locally in Sibsey.

He is involved in a number of sporting activities.

Andrew Jones
Independent Financial Adviser
07766 315500

Andrew started his career in the Financial Services Industry at Openwork in 2002 as a financial adviser. He specialises in Pension and Investment advice and became an Independent Financial Adviser in May 2009. This enables him to provide impartial advice from the whole of market. He prides himself on giving a high level of customer service to his clients. 

Andrew is married with two children, Adam and Hannah. He lives in Cowbit near Spalding. He is a football fan and supports Aston Villa. He enjoys going to the gym and keeping fit.
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Luke Smith
Independent Financial Adviser

07917 633628


A graduate of Newcastle University, Luke entered the Financial Services industry in 2007 and takes pride in providing a personal service to his clients.


He believes strongly in the benefit of holistic advice and in addition to his main specialism's in Pensions and Investments has maintained his Residential, Buy to Let and Lifetime Mortgage qualifications in order to better serve his clients and their families.


Married with a young son Luke now lives in Sutton Coldfield, perfectly positioned to visit his clients who are located across the country.


Luke's passion for sport has evolved into a predominantly supportive capacity, enjoying the role of Chairman of his local Cricket Club, election as member of the MCC and Grimsby Town Football Club's resurgence, whilst always working hard at his golf!

Steven Woodcock
Independent Financial Adviser

07789 955040


Steven started working in the financial services industry in June 2003, working as an Office Manager and latterly a paraplanner for a group of Independent Financial Advisers. During this time he passed his financial services examinations and gained valuable experience. Steven has worked as an adviser since April 2007 and provides independent, unbiased financial advice on client’s pension, savings, investment, equity release and protection needs.

 

Steven is married and has 2 children, is a passionate fan of Liverpool Football Club, coaches youth football at Boston United Community Football Club and also enjoys playing golf.

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Dan Howden
Independent Financial Adviser
07795 955413

Dan previous qualified as a lawyer in 2013 and moved into the Financial Services industry recently. He is a fully diploma qualified Independent Financial Adviser and is currently studying towards his Chartered Qualification.

His legal background has given him a real foundation for honest holistic advice on pensions, investments and IHT planning. 

Dan lives locally and has two children. When not at work he enjoys keeping fit, coaching the local minis rugby team and playing golf.
Dylan Baker
Independent Financial Adviser
07367 885492

A graduate of Queen Mary: University of London, Dylan studied and passed his exams in Hong Kong in 2017-18 and entered the Financial Services industry under the tutelage of Mick Devereux. 

He has gained valuable insight and knowledge during this time and is a fully qualified diploma qualified Independent Financial Adviser providing unbiased advice on pensions, investments, mortgages, equity release and protection.   

Dylan lives locally and has one son. In his free time he enjoys playing tennis, travelling and has an interest in music and cinema.

Dylan
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 Jack Timby
Independent Financial Adviser
07786 491391

A graduate of Leeds Beckett University, Jack studied and passed his exams in 2022/2023, partly while living in Australia. Jack joined First Capital in the winter of 2023 and works out of the North West in Manchester where most of his clients are based.

He is a fully diploma qualified Financial Adviser and offers advice in Pensions, Investments, mortgages & IHT planning.

Jack lives in Manchester and outside of work enjoys playing Cricket & Golf, while also supporting Chelsea FC.
Mon - Fri 9.00amto 4.30pm
(Financial advice by appointment only - can be made out of hours).

Inheritance tax planning is not regulated by the Financial Conduct Authority.

Call the professionals now on 01205 317840